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Maia Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maia Wealth’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5M Sell
34,182
-3,943
-10% -$827K 1.1% 17
2026
Q1 		$7.31M Sell
38,125
-3,220
-8% -$645K 1.24% 12
2025
Q4 		$8.3M Sell
41,345
-27,727
-40% -$5.45M 1.42% 12
2025
Q3 		$13.5M Sell
69,072
-8,310
-11% -$1.56M 2.28% 4
2025
Q2 		$14.1M Buy
77,382
+1,992
+3% +$344K 2.7% 3
2025
Q1 		$12.4M Buy
75,390
+7,749
+11% +$1.39M 2.82% 2
2024
Q4 		$12.3M Buy
67,641
+4,163
+7% +$756K 2.66% 4
2024
Q3 		$11.4M Buy
63,478
+5,313
+9% +$921K 2.82% 4
2024
Q2 		$10.2M Buy
+58,165
New +$9.55M 3.06% 3
2023
Q4 		$7.95M Buy
+54,049
New +$7.48M 3.21% 5

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Maia Wealth's QUAL Position: Q2 2026 in Review

Maia Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q2 2026, selling an estimated $827K and leaving 34,182 shares worth $7.5M. The position accounts for 1.1% of the portfolio, ranked #17.

Maia Wealth first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q2 2025. 676 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Maia Wealth held 34,182 shares of iShares MSCI USA Quality Factor ETF worth $7.5M as of Q2 2026.
  • Maia Wealth sold 3,943 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $827K.
  • iShares MSCI USA Quality Factor ETF made up 1.1% of Maia Wealth's portfolio in Q2 2026, its #17 holding.
  • Maia Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's iShares MSCI USA Quality Factor ETF position peaked at $14.1M in Q2 2025.
  • 676 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.